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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
2801
Optimum Investment Advisors
Illinois
$616K -$12.8K -35 -2%
GC
2802
Garde Capital
Washington
$616K +$365 +1 +0.1%
FIC
2803
Family Investment Center
Missouri
$614K – – –
OC
2804
Oarsman Capital
Wisconsin
$614K +$35.4K +97 +7%
HI
2805
Humankind Investments
New York
$608K -$2.55K -7 -0.5%
ABLA
2806
Alan B. Lancz & Associates
Ohio
$608K +$54.7K +150 +11%
PFA
2807
Plotkin Financial Advisors
Maryland
$607K – – –
CFG
2808
Copley Financial Group
California
$607K +$546K +1,498 New
CSWM
2809
Cassady Schiller Wealth Management
Ohio
$607K +$47.8K +131 +10%
AAM
2810
Austin Asset Management
Texas
$606K +$3.28K +9 +0.6%
KFS
2811
Kelly Financial Services
Massachusetts
$604K +$52.2K +143 +11%
TFF
2812
The Family Firm
Maryland
$603K +$2.92K +8 +0.5%
FA
2813
Fermata Advisors
California
$603K +$40.9K +112 +8%
SWP
2814
Summit Wealth Partners
Florida
$602K -$7.66K -21 -1%
CAC
2815
Core Alternative Capital
Georgia
$601K +$37.2K +102 +7%
CFD
2816
Creative Financial Designs
Indiana
$598K +$49.2K +135 +10%
LWM
2817
Lakeridge Wealth Management
Ohio
$597K -$10.6K -29 -2%
RB
2818
Renasant Bank
Mississippi
$596K +$12K +33 +2%
CCG
2819
Coastwise Capital Group
California
$596K +$77.3K +212 +17%
ERWM
2820
Elk River Wealth Management
Colorado
$596K – – –
IPW
2821
Invictus Private Wealth
Colorado
$596K +$4.38K +12 +0.8%
BMC
2822
Benin Management Corp
Connecticut
$596K -$70.8K -194 -12%
SP
2823
Stablepoint Partners
Massachusetts
$596K -$34.7K -95 -6%
LOIP
2824
Live Oak Investment Partners
Texas
$596K – – –
WCM
2825
WealthBridge Capital Management
Ohio
$595K +$183K +503 +52%
111 112
113
114 115